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Summit Wealth Group (Colorado)’s Black Hills Corp BKH Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$375K Sell
5,046
-604
-11% -$44.5K 0.03% 260
2026
Q1 		$392K Buy
5,650
+2,652
+88% +$191K 0.04% 209
2025
Q4 		$208K Buy
+2,998
New +$202K 0.03% 264

Other funds holding BKH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BKH Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Black Hills Corp (BKH) stake by 11% in Q2 2026, selling an estimated $44.5K and leaving 5,046 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #260.

Summit Wealth Group (Colorado) first reported a position in BKH in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 477 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,046 shares of Black Hills Corp worth $375K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 604 Black Hills Corp shares in Q2 2026, an estimated $44.5K.
  • Black Hills Corp made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #260 holding.
  • Summit Wealth Group (Colorado) first reported a position in Black Hills Corp in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Black Hills Corp position peaked at $392K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.